Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,127 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
16,637
shares
|
$6.25 Million
2.76% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
16,581
shares
|
$6.23 Million
1.7% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
16,578
shares
|
$6.23 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,571
shares
|
$6.23 Million
0.67% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,528
shares
|
$6.21 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
16,493
shares
|
$6.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,462
shares
|
$6.19 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
16,394
shares
|
$6.16 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
16,344
shares
|
$6.14 Million
2.74% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
16,324
shares
|
$6.13 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
16,312
shares
|
$6.13 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
16,303
shares
|
$6.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
16,302
shares
|
$6.13 Million
4.7% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,229
shares
|
$6.1 Million
0.97% of portfolio
|
Q1 2023
Added 6.45%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,178
shares
|
$6.08 Million
0.21% of portfolio
|
Q3 2024
Added 38.34%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
16,156
shares
|
$6.07 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
16,065
shares
|
$6.04 Million
2.07% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
16,057
shares
|
$6.03 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
16,057
shares
|
$6.03 Million
1.38% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,993
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.38%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
15,935
shares
|
$5.99 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
15,912
shares
|
$5.98 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
15,842
shares
|
$5.95 Million
0.48% of portfolio
|
Q3 2024
Added 38.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,770
shares
|
$5.93 Million
0.23% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
15,728
shares
|
$5.91 Million
0.11% of portfolio
|
Q3 2024
Added 3.32%
|